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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

331 hedge funds and large institutions have $1.46B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 186 reducing their positions, and 43 closing their positions.

Holders
331
Holders Change
-17
Holders Change %
-4.89%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
36
Increased
86
Reduced
186
Closed
43
Calls
$6.65M
Puts
$24.6M
Net Calls
-$18M
Net Calls Change
-$13.1M

Top Buyers

1
IWS
1
Insight Wealth Strategies
California
$21.9M
2
ACM
2
Advance Capital Management
Michigan
$9.83M
3
SL
3
Systelligence LLC
Minnesota
$14.5M
4
FF
4
Friedenthal Financial
New Jersey
$4.29M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.47M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$84.1M
2
LGA
2
Lebenthal Global Advisors
New York
$0
3
PNAA
3
Pictet North America Advisors
Switzerland
$780K
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
LPL Financial
5
LPL Financial
California
$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
351
Brookwood Investment Group
Arizona
– -$315K -3,771 Closed
Baird Financial Group
352
Baird Financial Group
Wisconsin
– -$310K -3,711 Closed
PIA
353
Pinion Investment Advisors
Kansas
– -$296K -3,538 Closed
SL
354
SWMG LLC
Texas
– -$290K -3,443 Closed
TC
355
TownSquare Capital
Utah
– -$266K -3,184 Closed
KWM
356
Keebeck Wealth Management
Illinois
– -$259K -3,095 Closed
AWM
357
Aprio Wealth Management
Georgia
– -$253K -3,030 Closed
AWM
358
Alterna Wealth Management
Texas
– -$233K -2,785 Closed
SL
359
Sentinus LLC
Illinois
– -$221K -2,645 Closed
CA
360
Claro Advisors
Massachusetts
– -$216K -2,579 Closed
HHRDM
361
H&H Retirement Design & Management
Nevada
– -$201K -2,476 Closed
USCWA
362
U.S. Capital Wealth Advisors
Texas
– -$204K -2,440 Closed
CA
363
Continuum Advisory
Idaho
– -$50.8K -607 Closed
AWM
364
Abound Wealth Management
Tennessee
– -$41.5K -497 Closed
AFS
365
Anderson Financial Strategies
Ohio
– -$38.6K -461 Closed
PA
366
PSI Advisors
Florida
– -$29.5K -353 Closed
CRFG
367
Columbia River Financial Group
Washington
– -$29K -352 Closed
WPA
368
Wealth Preservation Advisors
Tennessee
– -$28.9K -346 Closed
UBS AM
369
UBS AM
Illinois
– -$14.5K -173 Closed
CCM
370
Coldstream Capital Management
Washington
– -$13.5K -162 Closed
FWA
371
FSC Wealth Advisors
New York
– -$11.1K -133 Closed
PNC Financial Services Group
372
PNC Financial Services Group
Pennsylvania
– -$9.71K -116 Closed
MG
373
Mather Group
Illinois
– -$9.28K -111 Closed
SAM
374
Smartleaf Asset Management
Massachusetts
– -$6.55K -78 Closed
CA
375
Crewe Advisors
Utah
– -$3.43K -41 Closed
12 13 14
15
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